Moving Donors Checklist

Back to the ParishSOFT Giving Marketing Kit

Move donors from your Legacy System to ParishSOFT Giving with confidence, using this handy checklist. This time of transition to ParishSOFT Giving is also the perfect opportunity to rebrand your existing recurring giving program, re-engage this group of supporters, and even acquire greater levels of support.

Download a printable version of the moving donors checklist.

  1. Determine and announce the end date of the Legacy System.
    Note for donors that recurring gifts will not carry over and that they need to create a new recurring gift with ParishSOFT Giving and cancel their account with the Legacy System.
  2. Create an announcement to promote ParishSOFT Giving.
    Make the announcement from the pulpit, in the bulletin, and on the website.
  3. Report regularly on progress toward your goal.
    Your report should include the number of families currently giving who are set up to give in your Legacy System and how many have moved to ParishSOFT Giving.
  4. Make moving to ParishSOFT Giving a part of your church dialog.
    Include a note in your bulletin, newsletter, and on your website.
  5. Recognize online givers who have moved to ParishSOFT Giving.
    Thank them during mass and send thank you letters to families using ParishSOFT Giving.
  6. Ask for and share testimonials of families using ParishSOFT Giving.
    Find and ask users in person or via email why they like ParishSOFT Giving, and get permission to publish their comments with their names.
  7. Learn and address why donors haven’t moved to ParishSOFT Giving.
    You can use our FAQs to answer questions from members. Post FAQs on your website and train staff how to respond to these questions.
  8. One month prior to the end of your Legacy System, contact donors using the old system again.
    Note for donors that recurring gifts will not carry over and that they need to create a new recurring gift with ParishSOFT Giving and cancel their account with the Legacy System.
  9. Once the end date of the Legacy System has been reached, contact any remaining donors still on the old system to announce that recurring gifts will no longer be processed.
    Offer to help them log in and create a new recurring gift with ParishSOFT Giving and help them cancel their account in the Legacy System.
  10. Once the end date of the Legacy System has been reached, recognize online givers who have moved to ParishSOFT Giving.
    Announce and celebrate that you reached your 100% goal to move all donors to ParishSOFT Giving.